Things you need to know. – PCE Deflator does not surprise – JJ continues to say ‘relax’ – yet the market does NOT hear him – the narrative says multiple cuts. – Oil up, Gold up, Bonds down. – Qtr. end performance was beautiful….Energy LED the gains +12.6%, Tech was in 7th place. – It is a new quarter, Earnings …
Market Mayhem: Fed Futures Predict July Cut Amid Conflicting Economic Signals, Oil Surge, amid Global Tensions! – Try the Cod
Things you need to know: The macro data continues to cause confusion for the FED and Investors Fed Futures are now pricing in a July cut. The Big Banks revising their rate cut forecasts. Some economists continue to suggest we could see rate HIKES. Oil up – more unrest across the middle east Gold down – on the no hike …
PPI Comes in HOT, VIX Raises it’s Head, Algo’s Confused/Try the Spaghetti Al’ Tonno
Things you need to know – – PPI – Oh boy…. Strap in…. Inflation remains sticky. – What will JJ do and say now? – The VIX raises its head – finally! – The Contra trades were the winners yesterday. – Bond Yields UP, Oil UP, Gold gets Punched in the face. – Try the Spaghetti al’Tonno ** Just a …
PPI at 8:30, Oil Deficit?, Turtle Beach? – Try the Sweet Sausage Risotto
Things you need to know. – So today it’s about the PPI. – What will the Treasury Auction Result be? – Oil is now solidly in the $80 range – Supply deficit anyone? – Gold and Bitcoin steady. – Turtle Beach anyone? (HEAR) – Try the Sweet Sausage Risotto Stocks seesawed yesterday, wavering around the highs, debating the next …
NFP reveals contradiction, NVDA has a 10% swing, & the FED is in Lockdown – Try the Chicken Cacciatore
Things you need to know – – NFP reveals Contradiction. – Tech comes under pressure, but the money is moving into other sectors. – Oil flat and Gold is consolidating. – FED goes into ‘lockdown’. – Try the Chicken Cacciatore Good Monday morning America, Good Afternoon to our European counterparts and good night to traders/investors in Asia….…Stocks got a backhander …
JJ Hints But Does NOT Commit, Algo’s go Back into Buy Mode -Try the Potato Crust Quiche
Things you need to know. Was there a change of heart? What felt ugly was pretty again or is that or is that ‘what is old is new again?’ Stocks which got slammed on Tuesday on the idea that JJ was going to remain hawkish, somehow found him to be dovish Wednesday and so the algo’s which were set to …
Tech Gets SPANKED! Ouch! JJ Goes to the Hill/Try the Zucchini Surprise
Things you need to know. – Super Tuesday for politics but not for Tech. – JJ Takes to the Hill. – Tech gets spanked, Will it get spanked again? – Is it China or is it something else? – OPEC extends cuts, oil up. – Try the Zucchini Surprise Super Tuesday? Was it? Stocks got slammed – the indexes down …
Don’t Ignore the Super Core PCE! / Try the Dover Sole Francese
Things you need to know – – PCE did WHAT? – Super Core did WHAT? – Traders BET that a June cut is alive and well. – Oil up, Gold up, Bond Prices up and Stock Prices up. – Try the Dover Sole Francese Que pasa? So, all that angst for what? For naught. PCE deflator was spot on……yes it …
2024 Investment Outlook and Policy Webinar
Well-known financial media commentator Kenny Polcari, SlateStone’s Chief Market Strategist and his special guest from Charles Schwab & Co, Chief Investment Strategist, Liz Ann Sonders, discuss the key issues driving financial market performance in 2024. Topics covered in this informative session include: Fed Monetary Policy. Are rate cuts On or Off the table? Inflation implications. Is a Soft Landing a …
The Parade of the FED Heads – Goolsbee, Bostic and Colllins. What will they say? Try the Chianti Risotto.
Things you need to know – – It was a quiet day – as expected. – Today brings 3 more FED heads – will they support the current narrative of patience? – Bonds down, Oil up on more OPEC speculation and then down on members possibly bailing. – Mortgage apps down (higher rates) – more eco data at 8:30. – …
